6 billion in cloud revenue latest quarter. About half of AZURE. Looks
bigger than 2% to me.
https://cloudwars.co/cloud-wars-top-10-vendors-world/
Read up.
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On Saturday, October 10, 2020, 1:28 PM, zMan <[email protected]>
wrote:
Bill, you can quote self-serving SHARE fodder all you like, but the fact
remains: IBM cloud is a joke in the industry. Doesn't mean it couldn't
become a player, but that's aspirational at best. That SHARE transaction
quote is nonsense--do the math: 1.3M/sec=112,320,000,000 per day. 112
BILLION. That's 16 transactions per day per person on the planet. Be
serious. That number comes from IBM, was extrapolated by taking their
largest five customers and multiplying by the number of z/OS systems out
there. Lies, damned lies, and statistics and all that, eh?
And plenty of real, serious, multi-billion-dollar companies use AWS, Azure,
and even GCP.
You work for a vendor; you have access to lots of industry knowledge from
the real world, not SHARE or IBM marketing. Talk to your peers. Learn. The
truth is out there.
On Fri, Oct 9, 2020 at 6:57 PM Bill Johnson <
[email protected]> wrote:
I’ve studied them extensively. I’m an investor. So I really don’t need
the
lecture but I understand that’s what the frequent posters here need to
do.
Large enterprises aren’t building on AZURE & AWS. Lots of smaller
companies
are. Because of the costs. AZURE & AWS are on the way to commoditization.
Because it’s easy to replicate. In fact, AZURE growth is beginning to
slow.
Even with the government contract.
https://venturebeat.com/2020/07/31/probeat-slowing-aws-microsoft-azure-and-google-cloud-revenue-growth-is-a-good-thing/amp/
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On Friday, October 9, 2020, 6:38 PM, Farley, Peter x23353 <
[email protected]> wrote:
Don't believe whoever told you that about AWS. There are real companies
building real enterprise-level applications on AWS today.
Peter
-----Original Message-----
From: IBM Mainframe Discussion List <[email protected]> On Behalf
Of Bill Johnson
Sent: Friday, October 9, 2020 7:53 AM
To: [email protected]
Subject: Re: IBM splitting into two companies
2 completely different markets. AZURE & AWS are consumer market clouds.
IBM is enterprise.
On Friday, October 9, 2020, 5:28 AM, zMan <[email protected]>
wrote:
Actually, Bill, it's pretty clear that you didn't read the report. It's
at
https://urldefense.com/v3/__https://kinsta.com/blog/cloud-market-share/__;!!Ebr-cpPeAnfNniQ8HSAI-g_K5b7VKg!bkn5Ica_-GSgVSVMQhoO-ZwjnqBMD632lXyTKAVvTtc_OWH8fyBG3CcIrbtSWqbpWZCJsA$
and lists the top 5 vendors, comprising more than half the market, and
then
notes that the next ten players--of whom IBM is one--"account for another
26% of the SaaS market".
So IBM has a couple of percent; as I said, that's a joke. Not a major
player.
On Thu, Oct 8, 2020 at 10:04 PM Bill Johnson <
[email protected]> wrote:
Anyone who says IBM cloud is a joke isn’t well informed.
Cloud Market Share – a Look at the Cloud Ecosystem in 2020
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Cloud Market Share – a Look at the Cloud Ecosystem in 2020
Deep dive into the Cloud Market Share with tons of data and stats
compared to explain the different cloud services and identify the
leading cloud providers.
| |
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Sent from Yahoo Mail for iPhone
On Thursday, October 8, 2020, 3:41 PM, zMan <[email protected]>
wrote:
"IBM cloud" is a joke. When anyone talks about cloud, it's AWS, Azure,
maybe GCP. NEVER EVER ONCE IBM.
On Thu, Oct 8, 2020 at 12:24 PM Allan Staller <[email protected]>
wrote:
Classification: HCL Internal
Don't know anything about this directly, but It actually might help
the "traditional" portfolio by allowing more focus.
The cloud portion can benefit from reduced bureaucracy, so on the
surface,
this is a win-win.
OTOH, how many cloud providers have been hacked to date. I recall
APPLE, AMAZON and I think one more.
-----Original Message-----
From: IBM Mainframe Discussion List <[email protected]> On
Behalf Of Dave Jousma
Sent: Thursday, October 8, 2020 10:44 AM
To: [email protected]
Subject: IBM splitting into two companies
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Anyone know any more about this?
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